At Scafa Financial Services, LLC, we provide assistance in the following areas:
Investments *
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Government Securities
- Roth IRA
- SEP IRA
- Simple IRA
- Mutual Funds
- Traditional IRA
- Treasury Securities
- Variable Annuities
Financial Services
- Retirement Planning*
- Tax Planning
- Legacy Planning
- 401(k) Planning*
- 403(b) Planning*
- College Planning*
- Estate Planning
- Money Management*
- Mortgage Services
- Profit Sharing Planning*
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
* Services offered by David Scafa and Elizabeth Scafa through their affiliation with Avantax Wealth Management℠
